Personal Banker Jobs in Gig Harbor, WA
A Personal Banker is a professional who assists clients with their financial objectives, providing them with a range of banking services such as managing bank accounts, providing information on the bank's products and services, offering financial advice, and helping with transactions such as loans and credits. They act as a liaison between the bank and its customers, focusing on building and maintaining relationships to ensure customer satisfaction and loyalty. Their main objective is to help customers understand their financial options and make the best decisions for their financial wellbeing.
Important skills a Personal Banker should possess include excellent customer service skills, strong communication, mathematical proficiency, attention to detail, and problem-solving abilities. They should have a deep understanding of financial products and services. Along with this, they must have a certain level of sales skills to cross-sell and upsell banking products. In most cases, a bachelor's degree in finance, business, or related field is required. Some banks may require certification such as Certified Personal Banker (CPB) conferred by the American Bankers Association. Prior to becoming a Personal Banker, individuals might have held positions such as Bank Teller, Customer Service Representative, or Financial Analyst.
- Tacoma, WA (15 miles from Gig Harbor, WA)
- 21 hours ago
- Tacoma, WA (15 miles from Gig Harbor, WA)
- 21 hours ago
Management Maintain awareness of financial news via company-approved online sites, meetings and various news media to support and advance professional development toward becoming a RBC Financial Advisor...
- Silverdale, WA (24 miles from Gig Harbor, WA)
- 1 day ago
- Silverdale, WA (24 miles from Gig Harbor, WA)
- 1 day ago
This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor - Career Change Opportunity
- Silverdale, WA (24 miles from Gig Harbor, WA)
- 2 days ago
- Silverdale, WA (24 miles from Gig Harbor, WA)
- 2 days ago
Job Overview** This job posting is anticipated to remain open for 30 days, from 02-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional...
2026 January Financial Advisor Development Program - Seattle
- Seattle, WA (24 miles from Gig Harbor, WA)
- 2 days ago
- Seattle, WA (24 miles from Gig Harbor, WA)
- 2 days ago
A background in business administration, wealth management, financial planning, or finance is preferred....
- Lacey, WA (24 miles from Gig Harbor, WA)
- 4 days ago
- Lacey, WA (24 miles from Gig Harbor, WA)
- 4 days ago
A Personal Banker is creative and can "think outside the box" to provide relevant solutions to our clients, while maintaining our Vision, Mission, and Values....
- Tacoma, WA (15 miles from Gig Harbor, WA)
- 6 days ago
- Tacoma, WA (15 miles from Gig Harbor, WA)
- 6 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Seattle, WA (24 miles from Gig Harbor, WA)
- 11 days ago
- Seattle, WA (24 miles from Gig Harbor, WA)
- 11 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
- Tacoma, WA (15 miles from Gig Harbor, WA)
- 12 days ago
- Tacoma, WA (15 miles from Gig Harbor, WA)
- 12 days ago
For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the...
Personal Banker, Retail Banking (Federal Way, WA)
- Federal Way, WA (21 miles from Gig Harbor, WA)
- 14 days ago
- Federal Way, WA (21 miles from Gig Harbor, WA)
- 14 days ago
Area: Retail Banking (Sales)...
Personal Banker Renton Village
- Renton, WA (24 miles from Gig Harbor, WA)
- 14 days ago
- Renton, WA (24 miles from Gig Harbor, WA)
- 14 days ago
About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....
Client Relationship Manager-Retirement
- Seattle, WA (24 miles from Gig Harbor, WA)
- 16 days ago
- Seattle, WA (24 miles from Gig Harbor, WA)
- 16 days ago
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand...
Remote WorkLicensed Private Client Banker
- Silverdale, WA (24 miles from Gig Harbor, WA)
- 16 days ago
- Silverdale, WA (24 miles from Gig Harbor, WA)
- 16 days ago
Location: 9338 Silverdale Way NW - Silverdale, Washington 98383-8304 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The...
- Auburn, WA (21 miles from Gig Harbor, WA)
- 17 days ago
- Auburn, WA (21 miles from Gig Harbor, WA)
- 17 days ago
Also responsible for uncovering and originating consumer lending opportunities....
- Des Moines, WA (19 miles from Gig Harbor, WA)
- 23 days ago
- Des Moines, WA (19 miles from Gig Harbor, WA)
- 23 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
- Tacoma, WA (15 miles from Gig Harbor, WA)
- 28 days ago
- Tacoma, WA (15 miles from Gig Harbor, WA)
- 28 days ago
The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual....
Demographic Data for Gig Harbor, WA
Moving to Gig Harbor, WA? Find some basic demographic data about Gig Harbor, WA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Gig Harbor, WA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Gig Harbor, WA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Business Planning
- Personal Banker
- Flexibility
- Military Background
- Client Relationships
- Securities and Exchange Commission
- Asset Allocation
- Compensation and Benefits
- Certified Financial Planner
- Annuities
- Series 65 Licensed
- Retail Banking
- Dodd-Frank
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Cross Selling
- Mortgage Processing
- Financial Services
- Wealth Management
- Investment Management
- Fraud Investigation
- Financial Planning
- Cash Handling
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Relationship Management
- Inbound/Outbound Calling
- Listening
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Written Communication
- Negotiation
- Telephone Skills
- Reporting
- Coaching
- Regulations
- Policy Development
- Sales
- Problem Solving
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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